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certified YNAB coach

Rachelle Swanson

Most business owners are concerned about their cash flow. YNAB can help them plan and see clearly what their money can do for them. I want to help small business owners master their cash flow in a way that can make sense to them.

My Background

I have been working in the accounting and bookkeeping industry for many years.  I help business owners with their bookkeeping, but I see a need to help them understand their cash flow in a way the accounting systems miss.  I am certified in Profit First, which is a similar mindset that helps you tell your money what to do and have more cash in the bank!  I was able to curb my overspending, eliminate debt, and feel in control of my money instead of drifting along with my money.

Why Work with Me

It is hard to change some of our thoughts about money, and I love the freedom YNAB has given me and my family.  We've gone through some struggles lately with a layoff, but we were able to survive.  Every situation is unique, and I want to help people simplify and take control.

Why I Coach

People are my passion.  I love to meet new people and hear their stories.  I can identify with business owners because I've owned my own business for the last eight years.  I can identify with overwhelming debt, kids in college, job layoffs, and more.  It helps to have someone hold your hand while you make new habits to be the author of your financial future!

Focus Areas

Variable Income
Life Transitions
Small Business Owners
YNAB Certified Coaches have completed an intensive training program but are not employed by YNAB. Pricing is determined individually by each coach.
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Company
Purposeful Profit Pro
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Location
Omaha, Nebraska, United States
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Meeting Options
Remote & In-Person
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Language
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YNAB Certified Since
March 2024
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